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Brass Tax Wealth Management’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History

Brass Tax Wealth Management’s Portfolio PSMO Stock Details PSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$407K Sell
13,491
-15,349
-53% -$454K 0.07% 140
2025
Q2 		$834K Sell
28,840
-574,517
-95% -$15.8M 0.16% 69
2025
Q1 		$16.4M Sell
603,357
-47,788
-7% -$1.33M 3.44% 7
2024
Q4 		$18M Buy
+651,145
New +$17.9M 3.78% 6

Other funds holding PSMO

SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Brass Tax Wealth Management's PSMO Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Pacer Swan SOS Moderate October ETF (PSMO) stake by 53% in Q3 2025, selling an estimated $454K and leaving 13,491 shares worth $407K. The position accounts for 0.07% of the portfolio, ranked #140.

Brass Tax Wealth Management first reported a position in PSMO in Q4 2024 and has held it in 4 quarters since. The position peaked at $18M in Q4 2024. 16 funds tracked by Wall St. Rank hold PSMO as of Q3 2025.

  • Brass Tax Wealth Management held 13,491 shares of Pacer Swan SOS Moderate October ETF worth $407K as of Q3 2025.
  • Brass Tax Wealth Management sold 15,349 Pacer Swan SOS Moderate October ETF shares in Q3 2025, an estimated $454K.
  • Pacer Swan SOS Moderate October ETF made up 0.07% of Brass Tax Wealth Management's portfolio in Q3 2025, its #140 holding.
  • Brass Tax Wealth Management first reported a position in Pacer Swan SOS Moderate October ETF in Q4 2024 and has held it in 4 quarters since.
  • Brass Tax Wealth Management's Pacer Swan SOS Moderate October ETF position peaked at $18M in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Pacer Swan SOS Moderate October ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.